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MikePeck
Level 1

Two PO receipts, two invoices, QBO is trying to match both to the first invoice for one receipt

Two PO receipts, two invoices, QBO is trying to match both to an invoice for one receipt. How can I make it match to just the correct receipt?

4 Comments 4
BigRedConsulting
Community Champion

Two PO receipts, two invoices, QBO is trying to match both to the first invoice for one receipt

@MikePeck  This is posted in the Desktop product's section. 

MikePeck
Level 1

Two PO receipts, two invoices, QBO is trying to match both to the first invoice for one receipt

I don't know what that means. My post s marked as Quickbooks Desktop but  I only see a response that says it is in the Desktop section.

BigRedConsulting
Community Champion

Two PO receipts, two invoices, QBO is trying to match both to the first invoice for one receipt

You appear to be asking about QuickBooks Online, but posted this and QuickBooks Desktop was selected.

 

If you edit the post, you can probably change that.

ZackE
Moderator

Two PO receipts, two invoices, QBO is trying to match both to the first invoice for one receipt

Thanks for getting in touch with the Community, MikePeck.

 

When matching transactions, there's a few reasons why an accurate match may not be found automatically by QuickBooks:

  • The payees don't match
  • The amounts don't match.
  • The payment has been reconciled.
  • The transaction(s) are older than 6 months.
  • There's a multi-currency issue with its exchange rates.
  • The transaction is already matched with another record..
  • The dates don't match or aren't close enough to eachother.
  • The bank account attached with your payment isn't the same financial institution where the match is located.

 

I'd recommend checking each of these possibilities initially and correcting any invalid data if necessary. If you're still unable to match your records appropriately, you can expand the transaction by clicking on it, then use your Find other matches option to search for the correct invoice.

 

I've included a detailed resource about matching transactions which may come in handy moving forward: Categorize & match online bank transactions

 

If you happen to be using QuickBooks Desktop, I've also included another detailed resource about matching transactions which can help guide you through the process: Add & match Bank Feed transactions

 

If there's any additional questions, I'm just a post away. Have an awesome day!

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